Life cover and protection

Protecting your family and your finances is an important part of financial planning. Life insurance, critical illness cover and income protection can help provide financial security if the unexpected happens.

We'll help you understand the options available and decide what, if any, protection may be appropriate for your circumstances.

How we can help

  • Arrange life cover to help provide for your family or repay a mortgage if you die.
  • Consider critical illness cover and income protection to provide financial support if illness or injury affects your ability to work.
  • Review any protection you already have, including benefits available through your employer.
  • Ensure any protection arrangements fit alongside your wider financial plans, family circumstances and budget.

Why protection matters

Many people have insurance for their home, car and possessions, but often overlook protecting their most valuable asset - their ability to earn an income.

The right protection can help provide peace of mind by ensuring that you and your loved ones have financial support available when it is needed most.

How advice works

There is no charge for the initial conversation or meeting. It's a chance to tell us about your circumstances, ask questions, and understand how we may be able to help. Before any advice is provided, we will explain the scope of our service and any associated charges, so you can make an informed decision about whether to continue.

We only make personal recommendations after taking the time to understand your circumstances, needs and objectives and there is no obligation to proceed.

Arrange an introductory meeting

There is no charge for the initial conversation or meeting. It's a chance to tell us what you want, ask any questions, and hear how we could help. There is no obligation to proceed, and we will explain the scope of our service and any charges before you agree to advice. This is not a personal recommendation.